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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$5.7M 235,989 +222,221 +1,614%
WWM
52
Western Wealth Management
Colorado
$5.45M 225,509 +56,879 +34%
Stifel Financial
53
Stifel Financial
Missouri
$5.43M 224,513 +19,588 +10%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$5.4M 223,281 -49,846 -18%
MAM
55
Madison Asset Management
Wisconsin
$5.32M 220,092 -3,993 -2%
MG
56
Mather Group
Illinois
$5.31M 219,565 +12,952 +6%
TWM
57
Tolleson Wealth Management
Texas
$5.23M 216,405 -40,004 -16%
MA
58
Mutual Advisors
Nebraska
$5.22M 216,102 +4,462 +2%
EWA
59
Etesian Wealth Advisors
Oregon
$4.95M 204,788 +35,918 +21%
FF
60
Financial Futures
New Jersey
$4.89M 202,270 +81,428 +67%
M1FG
61
Mach-1 Financial Group
Arkansas
$4.88M 201,809 -6,969 -3%
BFG
62
Bleakley Financial Group
New Jersey
$4.75M 196,720 +16,484 +9%
SS
63
Simplicity Solutions
Minnesota
$4.75M 196,720 +16,484 +9%
XF
64
XML Financial
Maryland
$4.69M 194,132 +194,132 New
ECA
65
Elevated Capital Advisors
Utah
$4.68M 193,642 +19,036 +11%
GWM
66
Geneos Wealth Management
Colorado
$4.43M 183,365 +5,590 +3%
First Trust Advisors
67
First Trust Advisors
Illinois
$4M 165,472 -380,442 -70%
OCFG
68
O'Connor Financial Group
Illinois
$3.91M 161,651 +13,311 +9%
BFA
69
BMS Financial Advisors
South Dakota
$3.9M 161,493 +161,493 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$3.56M 147,164 -916 -0.6%
EIG
71
Ellenbecker Investment Group
Wisconsin
$3.49M 144,288 +13,572 +10%
CAC
72
Certified Advisory Corp
Florida
$3.35M 138,566 +16,009 +13%
BAWC
73
Boyce & Associates Wealth Consulting
Texas
$3.34M 138,061 +41,293 +43%
OC
74
Oppenheimer & Co
New York
$3.27M 135,088 +62,775 +87%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$3.14M 129,778 +103,636 +396%
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